Avoid Recency Bias
Recency bias hurts the most when a bull market ends. We tend to buy investment ideas which did very well in the […]
Validating Advice
https://soundcloud.com/ithought-advisory/validating-advice Podcast Transcript Every portfolio often needs validation. Our ideas are constructed in a particular context and we find that soon thereafter […]
Concentration Risks Return
The crack in US markets was long coming. Lest we forget, this is America’s longest bull run in history and their economic […]
When Greed Bests Fear!
The stock markets capitulated this week. The fears were largely overdone. The sharp dip in OMCs clearly indicates the symptom. The markets […]
The Opportunity in Crisis
https://soundcloud.com/ithought-advisory/the-opportunity-in-crisis Podcast Transcript: Clearly, our markets have walked into a crisis we could have avoided. It was in good measure… our […]
Systemic Shocks Return
The markets saw heightening volatility this week. The stress was very visible in financials, small caps, and midcaps. The sharp cut in […]
ithought in the News
[vc_row][vc_column][vc_column_text css=”.vc_custom_1538033726163{margin-bottom: 0px !important;}”]1. Opinion | The importance of market vintage | 20 August 2018 2. How to deal with volatility effectively […]
Setting Aim
https://soundcloud.com/ithought-advisory/setting-aim Podcast Transcript: I met a friend after long years. He had been around the world, worked in many countries, […]
Seek Balance
If an asset class is hitting multi-year lows, then we tend to move away from it. On the contrary, when an asset […]